Pardot Setup Implementation Guide

Transcription

1 Pardot Setup Implementation Guide Salesforce, Summer Last updated: May 31, 2018

2 Copyright salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc., as are other names and marks. Other marks appearing herein may be trademarks of their respective owners.

3 CONTENTS Implementing Pardot Who to Involve Technical Setup Implement Tracking Code Add a Tracker Domain Implement DKIM and SPF Authentication View the Pardot Sending IP Address Add Users Add Users Import Users Integrate with Salesforce Set Up Salesforce Engage Set Up B2B Marketing Analytics Build Marketing Assets Templates Lead Generation with Forms and Form Handlers Engaging Visitors with Landing Pages Use Pardot to Host Files Pardot File Hosting Segment Prospects Static and Dynamic Prospect Lists Create a Static List Considerations for Using Dynamic Lists Create a Dynamic List Set Up Automation Tools Create an Automation Rule Create a Segmentation Rule Completion Actions Create a Page Action Automating Prospect Assignments Add Connectors Pardot Success Resources

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5 IMPLEMENTING PARDOT This guide provides a deep look at some of the most critical pieces of a successful Pardot implementation. Download the Pardot implementation worksheet to help you plan and stay organized during your implementation. Who to Involve Implementing Pardot involves stakeholders from across your company. Technical Setup Take care of some basic technical setup tasks to get Pardot up and running. Add Users Create users manually by importing them or using Salesforce User Sync. Integrate with Salesforce The Salesforce-Pardot connector syncs prospect and opportunity data between Pardot and the Salesforce CRM. Pardot can sync with Salesforce Professional Edition accounts or higher. Set Up Salesforce Engage If you ve purchased Salesforce Engage, learn how to implement it and empower your sales team to sell smarter and faster than ever before. Set Up B2B Marketing Analytics B2B Marketing Analytics is an Einstein Analytics app containing Salesforce and Pardot data populated with your Salesforce connector. If you ve purchased B2B Marketing Analytics, configure the tool after configuring your Salesforce connector. Build Marketing Assets Create marketing assets that align with your brand for lead generation, engagement, and tracking. Use Pardot to Host Files Pardot can host content such as white papers and data sheets. When a prospect downloads a Pardot-hosted file, the file appears in the prospect s activities. You can run automation rules based on those activities. Pardot can also host image content to use in templates and landing pages. Segment Prospects You can send to or omit prospects from Pardot list s and engagement programs. Create lists manually, import lists via.csv, or create them dynamically using rules. Lists can be public, so prospects can manage their subscriptions from an preference page, or private for internal use only. Lists can also be visible in the CRM so that users can add and remove prospects from the CRM. Set Up Automation Tools Pardot s automation tools streamline marketing efforts by automating tasks. Use automation tools to perform actions on prospects, build prospect lists based on criteria, and react to prospect actions. Automating Prospect Assignments Use Pardot s automation tools to automate prospect assignment based on a prospect s information and actions. Add Connectors Add connectors to sync Pardot with third-party applications, like webinar services and Google AdWords. Data is passed back and forth between the two applications. With a connector, you can manage formerly disparate marketing channels from Pardot. Pardot Success Resources The Pardot Customer Hub is the one-stop shop for links to help, learning, and collaboration resources. 1

6 Who to Involve Who to Involve Implementing Pardot involves stakeholders from across your company. Use these examples to identify the key teams and individuals you must engage with to implement Pardot. Stakeholder Marketing team Webmaster IT admin Marketing agency Sales leadership Salesforce admin Responsible For creative, form and landing page design, lead-flow process, nurturing program design, PPC integration Placing JavaScript tracking code within the element of the web page, implementing iframe code for Pardot forms Creating CNAME records for tracker domains, implementing authentication Overall strategy for online marketing and lead management and nurturing, creative for landing page and assets Coordinating sales training, adoption of plug-in, working with marketing to set lead-assignment processes Installing and configuring the Salesforce-Pardot connector Technical Setup Take care of some basic technical setup tasks to get Pardot up and running. Implement Tracking Code Each Pardot campaign has a unique tracking code that tracks visitor and prospect activity when added to your web pages. Add a Tracker Domain Add tracker domains to your account using CNAME records for link rewriting and vanity URLs. Implement DKIM and SPF Authentication To achieve the best deliverability with Pardot, implement authentication. Pardot uses the two most common standards: SPF and DKIM. View the Pardot Sending IP Address When you need your sending IP for whitelisting, a Pardot admin can view their account s sending IP address information in the Account Information table. 2

7 Implement Tracking Code Implement Tracking Code Each Pardot campaign has a unique tracking code that tracks visitor and prospect activity when added to your web pages. 1. In Pardot, navigate to the campaign you want to track. 2. Click View Tracking Code. Copy the code. 3. In your web page HTML, paste the campaign tracking code before the close body tag (</body>). To view tracking code in Pardot: Pardot Administrator or Marketing role Add a Tracker Domain Add tracker domains to your account using CNAME records for link rewriting and vanity URLs. Note: Work with your IT team or hosting provider to complete these steps. 1. In Pardot, navigate to Admin > Domain Management. 2. Scroll to Tracker Domains, and click +Add Tracker Domain. 3. Work with your IT team or hosting provider to set up a CNAME record for the subdomain you want to use with Pardot. Set the record to point to go.pardot.com. To manage domains in Pardot: Pardot Administrator role 4. Work with your IT team or hosting provider to add validation keys to your root domain (the domain to which your subdomain belongs). You can add the validation key in two ways. Copy the domain s validation key from the Tracker Domain table in Pardot. Then work with your hosting provider to set up a TXT record with an empty host. If an empty host isn t allowed, use the at (@) symbol. Paste the domain s validation key into the TXT record. From the Tracker Domain table in Pardot, click Tools, then click Download Validation File. Add the downloaded file to the root domain. For example, if your tracker domain is www2.example.com and the validation file s name is pardot_1234.txt: or 5. Wait for your DNS to propagate, which can take up to 24 hours. 6. From the Tracker Domain table in Pardot, click the gear icon for your domain, and click Validate. By default, the first validated domain is set to primary. To use a different primary validated tracker domain, click the gear icon and select Set as primary. You can designate one primary tracker domain per account, and it must be unique across all Pardot accounts. 3

8 Implement DKIM and SPF Authentication Implement DKIM and SPF Authentication To achieve the best deliverability with Pardot, implement authentication. Pardot uses the two most common standards: SPF and DKIM. Note: This task requires editing your domain s DNS records. Contact your IT team or DNS provider for help. Generate DomainKeys In Pardot, generate DomainKeys for each domain you want to send from. Add SPF and DKIM Records to Your DNS Have your IT team add TXT records for SPF and DKIM to your sending domain s DNS record. Verify SPF and DKIM Entries In Pardot, verify your SPF and DKIM records to complete the authentication setup. To check and verify DNS entries in Pardot: Pardot Administrator role Generate DomainKeys In Pardot, generate DomainKeys for each domain you want to send from. 1. Navigate to Admin > Domain Management. 2. Click + Add New Domain. 3. Enter the domain you want to send s from. 4. Click Create domain. 5. Click Expected DNS Entries. 6. Make note of the Domainkey_Policy and DomainKey values. You add these values to your DNS records. Repeat these steps for each domain that you want to authenticate for sending. Add SPF and DKIM Records to Your DNS Have your IT team add TXT records for SPF and DKIM to your sending domain s DNS record. Note: Instructions for adding records to your DNS vary by provider. Ask your DNS provider for help if you re not sure how to add records. 1. Add Pardot s SPF statement to your SPF record. If you don t have an SPF record, add a TXT record with this statement: v=spf1 include:aspmx.pardot.com ~all If you do have an SPF record, add this statement, and move ~all to the end: include:aspmx.pardot.com Note: The SPF protocol allows a maximum of 10 DNS lookups in an SPF statement. Pardot s include statement uses two. 2. Add records for DKIM. a. Add a TXT record and paste the Domainkey_Policy value that you generated in Pardot. b. Add a TXT record and paste the DomainKey value that you generated in Pardot. 4

9 View the Pardot Sending IP Address Verify SPF and DKIM Entries In Pardot, verify your SPF and DKIM records to complete the authentication setup. 1. Navigate to Admin > Domain Management. 2. Next to your domain, click Check DNS Entries. If your records were added correctly, your domains show as verified. If you have errors, click an error link for more information. View the Pardot Sending IP Address When you need your sending IP for whitelisting, a Pardot admin can view their account s sending IP address information in the Account Information table. 1. From any page in Pardot, click the gear icon, then select Settings. 2. In the Account Information table, find the Sending IPs row. To view sending IP information: Pardot Administrator role Add Users Create users manually by importing them or using Salesforce User Sync. Note: If you are integrating Pardot with your CRM, we recommend creating users with Salesforce User Sync during connector configuration. See Connect Pardot and Salesforce Users. Add Users Pardot admins can add users as needed. Import Users You can create or update up to 50 users at once by importing a.csv file. 5

10 Add Users Add Users Pardot admins can add users as needed. Note: If Salesforce User Sync is enabled in your account, we recommend creating users in Salesforce instead. If you map a user to a CRM username, the user converts to a synced user and is managed by Salesforce User Sync. 1. Navigate to Admin > User Management > Users. 2. Click + Add User. 3. Enter the user s first and last name. 4. Enter the user s address. The address must be unique across all Pardot accounts. 5. To send an activation link to the user, select Send Activation . This prompts the user to choose a password and security question. The activation expires after 48 hours. Do not use this option if you want the user to be SSO-only. 6. Choose a user role. 7. When finished, click Create User. Import Users You can create or update up to 50 users at once by importing a.csv file. Note: User import is not available in accounts with Salesforce User Sync enabled. Before you begin, make sure that your import file meets these criteria. UTF-8 encoded to preserve special characters Contains a header row with First Name, Last Name, and Address headers, at minimum Smaller than 100 MB These headers are accepted in import files. Address (required) First Name (required) Last Name (required) CRM Username Job Title Password Expires (Yes or No) Phone Number Role Tags URL 1. Navigate to Admin > User Management > Users. 2. Click Import Users. 3. Click Choose File, and select the import file. 4. Click Next. To create a user: Pardot Administrator role To import users: Pardot Administrator role 6

11 Integrate with Salesforce 5. Map the fields. 6. Select a time zone. This setting applies to all users that you are importing. 7. (Optional) If you have a Salesforce connector, you can enable single sign-on (SSO) for users. If you select this option, users are SSO-only and cannot log in to Pardot using their and password. 8. When finished configuring the import, click Next. 9. Review your import, then click Confirm & Save. When your import is finished, Pardot sends an confirmation. Integrate with Salesforce The Salesforce-Pardot connector syncs prospect and opportunity data between Pardot and the Salesforce CRM. Pardot can sync with Salesforce Professional Edition accounts or higher. Download the Salesforce-Pardot Connector Implementation Guide for instructions. Set Up Salesforce Engage If you ve purchased Salesforce Engage, learn how to implement it and empower your sales team to sell smarter and faster than ever before. See Set Up Salesforce Engage for instructions. Available in: All editions with Salesforce Engage Set Up B2B Marketing Analytics B2B Marketing Analytics is an Einstein Analytics app containing Salesforce and Pardot data populated with your Salesforce connector. If you ve purchased B2B Marketing Analytics, configure the tool after configuring your Salesforce connector. See B2B Marketing Analytics for instructions. Build Marketing Assets Available in: All editions with B2B Marketing Analytics Create marketing assets that align with your brand for lead generation, engagement, and tracking. Before you get started, identify the marketing assets you want to create in Pardot. templates Pardot uses templates for autoresponders, list s, and engagement programs. Identify the templates that you want to create in Pardot. Forms Pardot provides hosted forms, built using a form builder, and form handlers that are integrated with your existing website forms. Identify the forms you want to replace with Pardot-hosted forms or integrate with form handlers. Landing pages Pardot provides hosted landing pages that are easy to create using HTML or with a drag-and-drop builder. Identify landing pages to host in Pardot. Unsubscribe and Preference Center pages Create unsubscribe and preference center pages modeled after an existing page on your website. 7

12 Templates Templates Pardot templates are reusable designs that you can base new s on. After you design and build a template, you can personalize an for each recipient. You can also modify a template and limit what kind of changes your users can make. Lead Generation with Forms and Form Handlers Use forms or form handlers on your website and landing pages to collect information about visitors and turn anonymous visitors into identified prospects. Pardot forms and form handlers are different, and you might need help deciding which to use. Pardot forms are designed and managed completely in Pardot. Form handlers connect Pardot to your external forms so you can funnel prospect information into Pardot. Use Pardot s Form Wizard to create a customized form in seconds. Or you can use your existing forms, by using form handlers. Engaging Visitors with Landing Pages A landing page is a web page that a visitor reaches after clicking a link or advertisement. This page generally displays content that is specific to the advertisement, search keyword, or link clicked. Directing visitors to a landing page makes them more likely to convert, because they re presented tailored content. A landing page presents a streamlined path designed to elicit a specific action by the visitor. Templates Pardot templates are reusable designs that you can base new s on. After you design and build a template, you can personalize an for each recipient. You can also modify a template and limit what kind of changes your users can make. Create an Template Create text and HTML designs and reuse them for engagement programs, autoresponders, one-to-one s, and list s. Create an Template Create text and HTML designs and reuse them for engagement programs, autoresponders, one-to-one s, and list s. 1. Navigate to Marketing > s > New Template. 2. Enter a name. Prospects don t see the name it s used in Pardot to organize assets. 3. Choose a folder. 4. Select a campaign. 5. Select the type. 6. From Available for, select the kinds of s the template can be used with. 7. Click Save. 8. Choose a layout to start your template and click Apply, or click Skip to design a template from scratch. To create templates: Pardot Administrator or Marketing role After you've set up your basic information, use the editor to edit, test, and set up sending for your template. To make your template available for use, click Publish to Template when you re done designing it. 8

13 Lead Generation with Forms and Form Handlers Lead Generation with Forms and Form Handlers Use forms or form handlers on your website and landing pages to collect information about visitors and turn anonymous visitors into identified prospects. Pardot forms and form handlers are different, and you might need help deciding which to use. Pardot forms are designed and managed completely in Pardot. Form handlers connect Pardot to your external forms so you can funnel prospect information into Pardot. Use Pardot s Form Wizard to create a customized form in seconds. Or you can use your existing forms, by using form handlers. Pardot Forms Versus Form Handlers Pardot forms and form handlers are different. Pardot forms are designed and managed completely in Pardot. Form handlers connect Pardot to your external forms so that you can funnel prospect information into Pardot. Review the features to determine which form type you want to use. Create a Form Pardot s Form wizard walks you through creating forms quickly and easily. Create a Form Handler Use a form handler to post data from third-party forms to Pardot. Pardot Forms Versus Form Handlers Pardot forms and form handlers are different. Pardot forms are designed and managed completely in Pardot. Form handlers connect Pardot to your external forms so that you can funnel prospect information into Pardot. Review the features to determine which form type you want to use. Feature Prevents data duplication in Pardot Validates addresses Provides progressive profiling Protects against bots Integrates with third-party forms Maintains current lead flow Integrates with Salesforce Web-to-Lead forms Supports custom front-end editing Provides form views and error data Provides field-level change audits for prospects Integrate with Pardot landing pages Base automation rules on form views Base automation rules on form completions Pardot Form Form Handler 9

14 Lead Generation with Forms and Form Handlers Feature Sends Pardot autoresponder s Redirects to a success page Displays Pardot Thank You content after form submission Pardot Form Form Handler Create a Form Pardot s Form wizard walks you through creating forms quickly and easily. 1. Navigate to Marketing > Forms > New Form. 2. Step 1: Name a. Name the form. b. Select a folder. c. Select a campaign. d. Click Next. 3. Step 2: Fields a. To add new fields, click + Add New Field. b. Use the tool icons to edit, rearrange, and delete fields. c. Click Next. To create a form: Pardot Administrator or Marketing role 4. Step 3: Look and Feel a. Choose a layout template. b. Enter the text for the submit button. c. On the Above Form tab, enter the content that appears above your form fields. d. On the Below Form tab, enter the content that appears below your form fields. e. On the Styles tab, customize the look and feel of your form s elements. f. On the Advanced tab, configure how your form behaves, how it tracks prospect activities, and how it protects against spam bots. g. Click Next. 5. Step 4: Completion Actions a. On the Thank You Content tab, enter the content that displays after the prospect submits the form. b. On the Thank You Code tab, enter code that you want to run after form submission. c. Add completion actions. d. Click Next. 6. Confirm and save your form. 10

15 Engaging Visitors with Landing Pages Create a Form Handler Use a form handler to post data from third-party forms to Pardot. 1. Navigate to Marketing > Forms > Form Handlers. 2. Click + Add Form Handler. 3. Name the form handler. 4. Select a folder. 5. Select a campaign. 6. If the data from the form is forwarded to another service, enable data forwarding to success location. 7. From the Success Location dropdown, select Specific URL or Referring URL. To create a form handler: Pardot Administrator or Marketing role Note: Select Referring URL if your form is on a page with content that you want the prospect to view again after submitting the form. Select Specific URL to redirect the prospect after form submission, or if you are forwarding the prospect s data to another database. 8. From the Error Location dropdown, select either Referring URL or Specific URL as the location where the visitor is redirected if the form has an error. a. If you select Referring URL, you cannot enter a specific error location. b. If you select Specific URL, enter the URL for the redirect location. 9. Add completion actions. 10. Add and map form fields. Repeat these steps for each field on your form. a. Click + Add New Field. b. Enter External Field Name. The name is specified by the name= attribute of the input tag in the HTML of your external form. External field name is case-sensitive. c. Select the prospect field. d. Save your changes. 11. Click Create form handler. After you ve created the form handler, integrate it with your form. Engaging Visitors with Landing Pages A landing page is a web page that a visitor reaches after clicking a link or advertisement. This page generally displays content that is specific to the advertisement, search keyword, or link clicked. Directing visitors to a landing page makes them more likely to convert, because they re presented tailored content. A landing page presents a streamlined path designed to elicit a specific action by the visitor. Create Layout Templates for Landing Pages Layout templates are used to format landing pages, forms, and site search results. Layout templates do not support server-side scripting languages. 11

16 Engaging Visitors with Landing Pages Create a Landing Page Using a Layout Template After you create a layout template, you can use it to style a landing page. Create a Landing Page with a Stock Template Create a landing page quickly with a preformatted stock template. Create Layout Templates for Landing Pages Layout templates are used to format landing pages, forms, and site search results. Layout templates do not support server-side scripting languages. 1. Navigate to Marketing > Landing Pages > Layout Templates. 2. Click + Add Layout Template. 3. Name the template. 4. Create or import styling using one of these methods. On the Layout tab, add HTML and CSS. Don t remove the %%title%%, %%content%%, or %%description%% variable tags because they populate the content for your landing page. To create a layout template: Pardot Administrator or Marketing role Import styling from a website by choosing From URL from the Import Layout dropdown. Enter a URL and click Import Now. You must add the %%title%%, %%content%%, and %%description%% variable tags. Choose a responsive template from the Import Layout dropdown, and click Import Now. Importing a template overwrites all code in the Layout tab. 5. (Optional) Edit the Form and Site Search tabs. The default code is best for most cases. 6. Save your layout template. After you ve created a layout template, use it to style landing pages. Create a Landing Page Using a Layout Template After you create a layout template, you can use it to style a landing page. 1. Navigate to Marketing > Landing Pages > Landing Pages. 2. Click + Add Landing Page. 3. Step 1: Name a. Name the landing page. b. Enter a title. The title is displayed in the browser s title bar when the page is viewed. c. Enter a description. This content is used for SEO in the <meta> description of your landing page. d. Choose a Pardot campaign. To create a landing page: Pardot Administrator or Marketing role e. (Optional). To prevent the landing page from appearing in search engine results, select Hide from search engine indexing. f. Click Next. 4. Step 2: Select Form a. Select a form option. 12

17 Engaging Visitors with Landing Pages b. (Optional). Select Redirect the prospect instead of showing the form s Thank You Content, and enter a redirect URL. This option redirects the prospect instead of displaying thank you content. c. Click Next. 5. Step 3: Content Layout a. Choose a layout template. b. Click Next. 6. Step 4: Landing Page Content a. Use the editor to add content. This content populates the %%content%% tag in the layout template. b. When finished, click Next. 7. Confirm and save your landing page. The landing page s link is available on the read screen or by clicking View Online. Create a Landing Page with a Stock Template Create a landing page quickly with a preformatted stock template. Note: When you place a Pardot form in a landing page, the form s layout template isn t displayed on the landing page. Use a layout template instead, or copy your form s layout CSS and paste it into the script handler in Page Options. 1. Navigate to Marketing > Landing Pages > Landing Pages. 2. Click + Add Landing Page. 3. Step 1: Name a. Name the landing page. b. Enter a title. The title is displayed in the browser s title bar when the page is viewed. c. Enter a description. This content is used for SEO in the <meta> description of your landing page. d. Choose a Pardot campaign. To create a landing page: Pardot Administrator or Marketing role e. (Optional) Set an archive date. Archiving a landing page makes the page inactive, but the content displays when a prospect accesses the landing page URL after the archive date. f. (Optional) To prevent the landing page from appearing in search engine results, select Hide from search engine indexing. g. Click Next. 4. Step 2: Select Form a. Select a form option. b. (Optional). Select Redirect the prospect instead of showing the form s Thank You Content, and enter a redirect URL. This option redirects the prospect instead of displaying thank you content. c. Click Next. 5. Step 3: Content Layout a. Click Stock Templates. b. Select a stock template. 13

18 Use Pardot to Host Files 6. Step 4: Landing Page Content a. Use the editor to add content. Add scripts and control page defaults by clicking Page Options. b. When finished, click Next. 7. Confirm and save your landing page. The landing page s link is available on the read screen or by clicking View Online. Use Pardot to Host Files Pardot can host content such as white papers and data sheets. When a prospect downloads a Pardot-hosted file, the file appears in the prospect s activities. You can run automation rules based on those activities. Pardot can also host image content to use in templates and landing pages. Pardot File Hosting You can upload images and other files to use in your Pardot s, forms, and landing pages. Pardot-hosted files have tracked URLs based on your tracker domain, so when prospects access a non-image file, it s reflected in their activities. Keep these considerations in mind when using Pardot to host files. Files can be up to 50 MB. To update a file and keep the same URL, edit the file and upload the new version using the same name as the original file. If you update a file s content using a new file name, the URL changes to use the new file name. The old file URL points to the new content file. Content files are hidden from search engine indexing. When you delete a file, it s deleted permanently and can t be recovered. Supported File Types Pardot can host these content file types. All image file formats (for example,.jpg, jpeg,.png,.gif,.svg) All audio file formats (for example,.mp3,.wav) All video file formats (for example,.mp4,.mov,.avi) JavaScript and CSS (for example,.js,.css) ZIP files (.zip) Microsoft Office file formats (for example,.doc,.docx,.xls,.xlsx,.ppt,.pptx) Calendar invite files (.ics) PDF (.pdf) Font files (for example,.woff,.ttf) 14

19 Segment Prospects Upload Files to Pardot You can add individual or multiple files to Pardot to use as marketing assets or to track file downloads. Important: All Pardot-hosted files are publicly available at the assigned URL. Don t upload sensitive information. 1. Navigate to Marketing > Content > Files. 2. Upload your files. Note: To add a vanity URL, campaign, or completion actions, upload files individually. Otherwise, you have to manually add these to the bulk-uploaded files later. To upload multiple files at once, drag them to the upload box, or click + Upload Files and select your files. Pardot doesn t unzip compressed folders. To upload a single file, click + Add File. To upload files: Pardot Administrator or Marketing role 3. Follow the on-screen prompts to finish your upload. Segment Prospects You can send to or omit prospects from Pardot list s and engagement programs. Create lists manually, import lists via.csv, or create them dynamically using rules. Lists can be public, so prospects can manage their subscriptions from an preference page, or private for internal use only. Lists can also be visible in the CRM so that users can add and remove prospects from the CRM. Static and Dynamic Prospect Lists A static list consists of prospects that you build once and edit manually to make changes. A dynamic list is rule-based and automatically updates when a prospect s data changes. Create a Static List A list is a group of prospects that you can use to send list s or to feed engagement programs. To add prospects to a static list, you can add them manually or use automations. Considerations for Using Dynamic Lists When using dynamic lists, keep these considerations in mind. Create a Dynamic List A rule-based dynamic list automatically adds prospects when they match the criteria and removes them when they don t. Static and Dynamic Prospect Lists A static list consists of prospects that you build once and edit manually to make changes. A dynamic list is rule-based and automatically updates when a prospect s data changes. You can use either list as a recipient list or suppression list for list s and engagement programs. The benefit of a dynamic list is that it s created based on criteria and updates as prospects meet or fail to meet the criteria. a dynamic list is are most helpful when you are creating a list based on prospect data that changes often. Use a static list when you have no reason to remove prospects, such as a list of all prospects who complete your Contact Us form. You can create this type of list with an automation rule. Prospects who complete the form match the rule once and are added to the list. You can add prospects to and remove them from a static list but not with a dynamic list. Instead, a dynamic list refreshes constantly, adding prospects who match the criteria and removing prospects who don t. 15

20 Create a Static List You can t convert a static list to a dynamic list. Create a Static List A list is a group of prospects that you can use to send list s or to feed engagement programs. To add prospects to a static list, you can add them manually or use automations. Note: If you want to create a dynamic list, see Create a Dynamic List. 1. Navigate to Marketing > Segmentation > Lists. 2. Click + Add List. 3. Name the list. 4. (Optional) If the list is for internal testing, select Test List. 5. (Optional) Choose an archive date to inactivate the list. You can t use an archived list to send s. To create a list: Pardot Administrator or Marketing role 6. (Optional) To make the list available in the preference center, select Public List. Enter a label and description that prospects see. 7. (Optional) If you have a Salesforce connector and want to add or remove prospects to the list from the CRM, select CRM Visible. 8. When finished, click Create List. After you ve created a list, you can add prospects to it. Considerations for Using Dynamic Lists When using dynamic lists, keep these considerations in mind. If you use a dynamic list as a recipient list in a scheduled send, the is sent to all prospects on the list when the is sent. You can mark a dynamic list as public and display it on your preference center, so prospects can opt out of the list. Only the prospects who meet the list s criteria can see the list on the preference page. If you split a dynamic list, the resulting lists are static, but the original dynamic list isn t changed. You can t convert a static list to a dynamic list. Prospects are no longer automatically added to the split lists. When using the account or opportunity rule criteria, the dynamic list matches only those prospects that have an associated opportunity or account. Prospects without an opportunity or account don t match the list. 16

21 Create a Dynamic List Create a Dynamic List A rule-based dynamic list automatically adds prospects when they match the criteria and removes them when they don t. 1. Navigate to Marketing > Segmentation > Lists. 2. Click + Add List. 3. Name the list. 4. (Optional) If the list is for internal testing, select Test List. 5. Select Dynamic List. 6. (Optional) Choose an archive date to inactivate the list. You can t use an archived list to send s. 7. (Optional) To make the list available in the preference center, select Public List. Enter a label and description that prospects see. 8. Click Set Rules. 9. Select a match type. Match All Prospect must meet all criteria to match. Match Any Prospect must meet at least one rule to match. To create a dynamic list: Pardot Administrator or Marketing role 10. To add individual criteria, click + Add new rule. To add sets of criteria, click + Add new rule group. Note: Separate criteria with a semicolon (;). The text field has a limit of 255 characters. 11. To confirm that your dynamic list populates as expected, click Preview. 12. When you re ready to populate the list, click Run Rules. Set Up Automation Tools Pardot s automation tools streamline marketing efforts by automating tasks. Use automation tools to perform actions on prospects, build prospect lists based on criteria, and react to prospect actions. Choose the appropriate automation tool for your needs. For information about each automation tool, see Streamline Marketing Efforts with Automation Tools. Automation rules are repeatable, criteria-based rules that find matching prospects and apply actions to them. You can use segmentation rules to create a list of prospects and apply a segmentation action based on specific criteria. Unlike automation rules, segmentation rules don t run continuously. Segmentation rules run once and match only the prospects that meet the rule s criteria when the rule runs. Completion actions are a great way to automate some actions from a marketing element. For example, you can use a completion action to add prospects to a list when they complete a form. Completion actions are available on forms, form handlers, files, custom redirects, s, and page actions. Page actions are completion actions that are triggered by a prospect s page views. You can apply page actions to any page that contains your Pardot tracking code. Create an Automation Rule Create an automation rule to perform criteria-based actions on prospects. 17

22 Create an Automation Rule Create a Segmentation Rule Create a segmentation rule to run a one-time segmentation action on prospects that meet your criteria. Completion Actions Completion actions are a great way to automate some actions from a marketing element. For example, you can use a completion action to add prospects to a list when they complete a form. Completion actions are available on forms, form handlers, files, custom redirects, s, and page actions. Create a Page Action Pardot admins can create page actions that apply a completion action based on prospect page views. Create an Automation Rule Create an automation rule to perform criteria-based actions on prospects. 1. Navigate to Marketing > Automation > Automation Rules. 2. Click + Add Automation Rule. 3. Name the rule. 4. (Optional) Select Repeat Rule. This option controls how many times the rule can match a prospect. If the rule is set to repeat, you can t change this setting after you resume. 5. Select a match type. Match All Prospect must meet all criteria to match. Match Any Prospect must meet at least one rule to match. To create an automation rule: Pardot Administrator or Marketing role 6. In the Rules section, to add individual criteria, click + Add new rule. To add sets of criteria, click + Add new rule group. Note: Separate criteria with a semicolon (;). The text field has a limit of 255 characters. 7. In the Actions section, click + Add new action, and select at least one action to apply when a prospect meets the criteria. 8. When finished, click Create automation rules. The rule is saved in paused mode, and you can still edit it. Follow the instructions in Pardot to preview the rule s matches. Confirm that your rule works as expected, and click Resume automation rules. Create a Segmentation Rule Create a segmentation rule to run a one-time segmentation action on prospects that meet your criteria. 1. Navigate to Marketing > Segmentation > Rules. 2. Click + Add Segmentation Rule. 3. Name the rule. 4. Select a match type. Match All Prospect must meet all criteria to match. Match Any Prospect must meet at least one rule to match. 5. In the Rules section, to add individual criteria, click + Add new rule. To add sets of criteria, click + Add new rule group. to create a segmentation rule: Pardot Administrator or Marketing role 18

23 Completion Actions Note: Separate criteria with a semicolon (;). The text field has a limit of 255 characters. 6. To confirm that your rule runs as expected, click Preview. 7. When you re ready to run the rule, click Run Segmentation. Completion Actions Completion actions are a great way to automate some actions from a marketing element. For example, you can use a completion action to add prospects to a list when they complete a form. Completion actions are available on forms, form handlers, files, custom redirects, s, and page actions. Keep these considerations in mind when using completion actions. Completion actions are not retroactive. They apply only to activities that happen after the completion action is added. Completion actions execute every time they are triggered. However, Adjust Score and Send Autoresponder are throttled. Completion actions execute only for prospects and don t affect visitors. Completion actions don t execute on image file downloads. Completion actions don t execute on filtered activities. Completion actions based on link clicks don t trigger on unsubscribe links or preference page clicks. If you have multiple completion actions on a marketing asset, the actions that affect other automations run first. Next, the automation runs, then the rest of the completion actions run. For example, a form has these actions: assign to user, notify user, set custom field. Pardot assigns the prospect to the user first, then sets the custom field value, runs any real-time related automations, and then notifies the user. Create a Page Action Pardot admins can create page actions that apply a completion action based on prospect page views. 1. Navigate to Admin > Automation Settings. 2. Click + Add Page Action. 3. Name the page action. 4. Enter the full URL of the page. It must be a valid URL or a wildcard, and the page must contain Pardot tracking code. Note: To use a wildcard, you must place it at the end of the URL. doesn t work, but does. To create page actions: Pardot Administrator role 5. (Optional) Change the page s score. 6. (Optional) Choose a scoring category. 7. (Optional) Select Priority Page. 8. Add completion actions. 9. When finished, click Create page action. 19

24 Automating Prospect Assignments Automating Prospect Assignments Use Pardot s automation tools to automate prospect assignment based on a prospect s information and actions. Automation Rules An automation rule assigns your prospects based on complex criteria. The rule only assigns prospects who aren't assigned at the time they match the rule s criteria. Example: A prospect has a score of at least 100, has VP or Vice in the job title, and is located in Georgia, Tennessee, or Alabama. Based on matching criteria, the prospect is assigned to the Southeast regional sales representative. Example: A prospect has a score of at least 100 and a grade higher than a B, and has downloaded one of three white papers. Based on matching this criteria, the prospect is assigned to the Inside Sales group. Completion Actions A completion action assigns prospects based on a successful form submission, specific page view, file download, or a custom redirect click. Completion actions don t reassign prospects who already have an owner. To assign based on a combination of criteria (for example, a mix of form submissions and custom redirect clicks), use an automation rule instead. Example: A prospect submits a form to request a free trial. Based on this interest, the prospect is immediately assigned to a sales group. Engagement Program Actions An engagement program action assigns prospects based on how they respond to your program. Example: A prospect in a 30-day nurturing program clicks a link to request a trial. Use an assign to user step to assign the prospect to a sales rep. Add Connectors Add connectors to sync Pardot with third-party applications, like webinar services and Google AdWords. Data is passed back and forth between the two applications. With a connector, you can manage formerly disparate marketing channels from Pardot. See Extending Pardot with Connected Apps for more information. Pardot Success Resources The Pardot Customer Hub is the one-stop shop for links to help, learning, and collaboration resources. Visit the Pardot Customer Hub to get the most out of Pardot. 20